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FourThought Financial’s Liberty Energy LBRT Stock Holding History

FourThought Financial’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$55K Buy
4,364
+1,993
+84% +$26.9K 0.01% 578
2022
Q2 		$30K Buy
+2,371
New +$37.2K ﹤0.01% 763

Other funds holding LBRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return

FourThought Financial's LBRT Position: Q3 2022 in Review

FourThought Financial increased its Liberty Energy (LBRT) stake by 84% in Q3 2022, buying an estimated $26.9K and bringing the position to 4,364 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #578.

FourThought Financial first reported a position in LBRT in Q2 2022 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold LBRT as of Q3 2022.

  • FourThought Financial held 4,364 shares of Liberty Energy worth $55K as of Q3 2022.
  • FourThought Financial bought 1,993 Liberty Energy shares in Q3 2022, an estimated $26.9K.
  • Liberty Energy made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #578 holding.
  • FourThought Financial first reported a position in Liberty Energy in Q2 2022 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.